Leonard
Segal

Raymond James & Associates, Inc

CRD#1738148
Investment Advisor
in Dallas, TX
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About this Advisor

Leonard Segal is an investment advisor located in Dallas, Texas. Currently a registered investment advisor at Raymond James & Associates, Inc, they have gathered 12 years of work experience. Segal maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Segal can operate based out of Texas. Over the course of their career, they have held roles at Koalaty Cleaners, Champions Dfw, Phifer & Assoc and Raymond James & Associates Inc. Raymond James & Associates, Inc is headquartered in Dallas, Texas, and operates out of 422 additional locations throughout the United States. In aggregate, Raymond James & Associates, Inc manages $143 billion in assets across 472,443 accounts and employs more than 13,277 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5956 Sherry Lane Suite 1900
Dallas, TX 75225

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

TX Average: $1,855,561,029
Total Number of Employees

14,205

TX Average: 62
Total Number of Accounts

591,180

TX Average: 2,474
Average Account Size

$297,807

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Leonard Segal Work History

Leonard has 12 years of experience.

2014 - Present (5 years)

Raymond James & Associates Inc

2013 - 2014 (1 years)

Phifer & Assoc

2012 - 2013 (1 years)

Champions Dfw

2006 - 2013 (7 years)

Koalaty Cleaners

Disclosures

Leonard Segal has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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